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Dorsey Wright & Associates

hedge fundUpdated 35 days ago

Managed by Dorsey Wright & Associates • Latest filing Q2 2026

Portfolio value
$589.8M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
19.6%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table
PeriodPortfolio value
Q1 2023$329.7M
Q2 2023$331.9M
Q3 2023$321.6M
Q4 2023$328.9M
Q1 2024$383.4M
Q2 2024$385.4M
Q3 2024$422.7M
Q4 2024$419.1M
Q1 2025$392.6M
Q2 2025$420.5M
Q3 2025$447.2M
Q4 2025$462.6M
Q1 2026$807M
Q2 2026$589.8M

Top holdings

131 positions as of Q2 2026

View filing
C
1.CRS

CARPENTER TECHNOLOGY CORP COM

-28.6%
Value
$26.4M
Shares
42.8K
% Port
4.47%
A
2.APH

AMPHENOL CORP CL A

-29.8%
Value
$24.8M
Shares
140.8K
% Port
4.21%
G
3.GEV

GE VERNOVA LLC COM

-47.9%
Value
$21.1M
Shares
18.0K
% Port
3.58%
N

NVIDIA CORPORATION COM

-30.8%
Value
$20.2M
Shares
101.2K
% Port
3.43%
F
5.FIX

COMFORT SYS USA INC COM

-49.4%
Value
$15.9M
Shares
8.0K
% Port
2.70%
C
6.CAH

CARDINAL HEALTH INC COM

-45.1%
Value
$14.8M
Shares
62.1K
% Port
2.50%
R

ROIVANT SCIENCES LTD SHS

-32.1%
Value
$13.9M
Shares
391.7K
% Port
2.35%
L
8.LPG

FLEXTRONICS INTL LTD ORD

Value
$13.8M
Shares
85.3K
% Port
2.35%
H
9.HWM

HOWMET AEROSPACE INC COM

-31.7%
Value
$13.6M
Shares
50.5K
% Port
2.30%
C
10.CW

CURTISS WRIGHT CORP COM

-32.0%
Value
$13.3M
Shares
17.6K
% Port
2.26%
F
11.FTI

TECHNIPFMC PLC COM

-30.0%
Value
$13M
Shares
195.4K
% Port
2.20%
B

BANK NEW YORK MELLON CORP COM

-32.4%
Value
$12.9M
Shares
89.1K
% Port
2.18%
E
13.EME

EMCOR GROUP INC COM

-25.4%
Value
$12.9M
Shares
15.5K
% Port
2.18%
W
14.WDC

WESTERN DIGITAL CORP COM

+1.0%
Value
$12.6M
Shares
19.8K
% Port
2.14%
A
15.AVGO

BROADCOM INC COM

-36.6%
Value
$12.5M
Shares
33.1K
% Port
2.12%
A
16.AMAT

APPLIED MATLS INC COM

Value
$12.3M
Shares
17.0K
% Port
2.08%
M
17.MTZ

MASTEC INC COM

-30.7%
Value
$11.3M
Shares
27.1K
% Port
1.91%
W
18.WELL

WELLTOWER INC COM

+116.4%
Value
$11.3M
Shares
49.6K
% Port
1.91%
L
19.LITE

LUMENTUM HLDGS INC COM

+21.3%
Value
$11.2M
Shares
13.1K
% Port
1.90%
S
20.SNX

SYNNEX CORP COM

Value
$9.7M
Shares
36.2K
% Port
1.64%

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